Setup of Asset (Tray) Template

1. Define asset – Family, make and model, serial number, asset type, budgets

 2.Add Schematics

 3.Add Component Types, connect with schematics and add Components

 4.Set Component to either Critical, Non-Critical or GET

 5.Add different observation points with different question types

 6.Add Question instructions

 7.Add Question information and images

Navigate to new implement.  Get & wear surface > Setup >New implement

1. Define asset – Family, make and model, serial number, asset type, budgets

When setting up any Implement it is important to give the correct Type, Definition and Model. This allows the system to filter assets correctly. These fields are found on the Asset Setup Screen as shown below.

Fill other relevant information then when complete click the ‘save changes and go to next ‘button’

2. Add Schematics

To add schematics, go to the schematic section at the top of the screen, click the Add New button, and upload the image file from your computer.

After uploading the schematics, you can then add Component Types, connect with schematics and add Components

3. Add Component Types, connect with schematics and add Components

Below the schematics section, you can Add Component Types, link them to their respective schematics, and then add Components under each type. This structure helps organize components by type, ensuring each has a connected schematic for easy reference.

To add schematics for you type click the dropdown and choose from the option uploaded to the new component

To add Component type, choose the respective type in the dropdown.

Type out the Component name and for the Make choose one in the dropdown.

After adding a few it should look like the example below

4. Set Component to either Critical, Non-Critical or GET

For Critical components, check only the Critical box; for non-critical components, leave both the Critical and GET boxes unchecked; for GET components, check the GET box and, if the part is critical, also check the Critical box, but if it’s non-critical, leave Critical unchecked.

5. Add different observation points with different question types

Navigate to the schematic section and click on the image of the one you want to edit to add an observation.

After model / pop up appears, click on the image again at the point you want your observation point to be located.

After clicking that point you will land on the second model / pop up where you will then be able to Add different observation points with different question types

6. Add Question instructions

In the form’s text boxes, enter the question in the top input field and the question instructions in the box below it.

7. Add Question information and images

In the form’s text boxes, enter the question in the top field and provide question instructions in the box below it as well as a question image. You can also select the question type, choosing from options like Normal, Yes/No, Pass/Fail, Evaluation, or Selection, to ensure the question format fits the inspection requirements. The crack type is only used to add cracks in the field inspection. If normal is selected it will require the input of a beginning thickness and scrap thickness.

8. Ordering schematics, components and observation points

Ordering observation points

On the far right of the screen, the arrows allow you to adjust the order of the observation points by moving them up or down.

Ordering schematics

Below the schematic images, you’ll find left and right arrows that allow you to arrange the schematics. If the arrows are not visible, click the ‘Add New’ button and select the ‘Hide/Show Schematics Order’ option to reveal the order.

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